# OTIS WORLDWIDE CORP (OTIS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 68902V107
Page URL: https://superinvestorclub.com/stock/OTIS
Last updated: 2026-08-29T13:49:37.441Z

## Summary

As of the most recent 13F filing period, OTIS WORLDWIDE CORP (OTIS) is held by 4 tracked superinvestors with an aggregate position value of $65.5M representing 04117263642781336205210 shares.

## Top institutional holders (4)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [First Eagle](https://superinvestorclub.com/manager/21222) | First Eagle Investment Management | 411726 | $29.5M | 0.02% | 2026-06-30 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 364278 | $26.1M | 0.11% | 2026-06-30 |
| 3 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 133620 | $9.6M | 0.07% | 2026-06-30 |
| 4 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 5210 | $373,036 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $9,435 aggregate, 0106 shares
- 2023-09-30: 1 holders, $3,132 aggregate, 039 shares
- 2023-12-31: 2 holders, $450.4M aggregate, 050264977326 shares
- 2024-03-31: 5 holders, $716.1M aggregate, 062951037619381146202226020048 shares
- 2024-06-30: 5 holders, $607.5M aggregate, 0613827811462032304218103992 shares
- 2024-09-30: 4 holders, $655.0M aggregate, 06141228114620437291928 shares
- 2024-12-31: 6 holders, $570.5M aggregate, 05966777114620522032181028672363 shares
- 2025-03-31: 6 holders, $627.9M aggregate, 05866737114620764132171027482204 shares
- 2025-06-30: 6 holders, $599.2M aggregate, 05819151114620940151932025112128 shares
- 2025-09-30: 5 holders, $566.7M aggregate, 0581915114369911462010384916610 shares
- 2025-12-31: 5 holders, $317.2M aggregate, 0311238022519316263911462016010 shares
- 2026-03-31: 5 holders, $256.4M aggregate, 027316352784111960331146206010 shares

## Recent congressional trades (17)

- 2025-10-31: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-10-07: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-08-04: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-07-25: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-07-11: Ritchie John Torres (D-NY) sale $1,001 - $15,000
- 2025-07-11: Ritchie Torres (Democrat-NY) sale $1,001 - $15,000
- 2025-05-19: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-04-23: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-03-06: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-02-25: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-01-22: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-01-17: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2024-11-12: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "OTIS WORLDWIDE CORP (OTIS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/OTIS), aggregating SEC 13F, Form 4, and congressional disclosures."